Oaktree Specialty Lending (OCSL) ROE: History & Chart

Oaktree Specialty Lending Corporation(OCSL)

Asset Management · Los Angeles, CA

$11.70-0.13 (-1.10%)

Delayed quote: Oct 6, 2026, 4:00 PM EDT

About Oaktree Specialty Lending Corporation

Oaktree Specialty Lending Corporation (OCSL) functions as a business development company (BDC), dedicated to providing capital solutions for middle-market businesses. Its investment strategy involves a diverse array of financing types, including interim bridge loans, various tiers of secured debt (first and second lien, senior and junior), unsecured loans, hybrid mezzanine debt, and preferred equity stakes. These funds are primarily deployed to support growth initiatives such as corporate expansions, acquisitions led by private equity sponsors, and management buyouts within small and mid-sized enterprises. OCSL actively seeks opportunities across a broad spectrum of industries, including education, general business services, retail and consumer products, healthcare, manufacturing, the food and restaurant sector, construction and engineering, and media and advertising. Individual investments typically range from $5 million to $75 million, predominantly structured as integrated ("one-stop"), first-lien, or second-lien debt facilities, with the potential for a complementary equity co-investment. The target companies generally possess an enterprise value between $20 million and $150 million, and generate operating cash flow (EBITDA) of $3 million to $50 million. While the fund can commit up to $75 million per investment, it has the capacity to originate and underwrite larger transactions, up to $100 million. OCSL primarily concentrates its investment activities within the North American market and aims to serve as the lead investor in its portfolio companies.

Los Angeles, CA

www.oaktreespecialtylending.com

Financial Services / Asset Management

Sector: Financial Services
Industry: Asset Management
CEO: Armen Panossian

View full financials

OCSL Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

3.05%

RETURN ON EQUITY (ROE) AVG TTM

2.87%

RETURN ON EQUITY (ROE) AVG 3Y

4.21%

RETURN ON EQUITY (ROE) AVG 5Y

4.03%

RETURN ON EQUITY (ROE) AVG 10Y

2.97%

RETURN ON EQUITY (ROE) AVG 15Y

4.89%

RETURN ON EQUITY (ROE) AVG 20Y

N/A

CURRENT VS TTM AVG

+6.47%

CURRENT VS 3Y AVG

-27.48%

CURRENT VS 5Y AVG

-24.17%

CURRENT VS 10Y AVG

+2.95%

CURRENT VS 15Y AVG

-37.57%

CURRENT VS 20Y AVG

N/A

SECTOR MEDIAN · FINANCIAL SERVICES

8.76%

median of 677 covered companies

CURRENT VS SECTOR MEDIAN

-65.14%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Oaktree Specialty Lending Corporation (OCSL)	$1.03B	3.05%	2.87%	4.21%	4.03%
CNB Financial Corporation (CCNEP)vs ›	$1.02B	10.56%	8.26%	9.65%	9.91%
Northeast Bank (NBN)vs ›	$1.04B	17.80%	17.34%	16.26%	18.80%
Five Star Bancorp (FSBC)vs ›	$1.04B	15.20%	12.66%	14.94%	17.45%
Mercantile Bank Corporation (MBWM)vs ›	$1.02B	12.61%	12.93%	13.86%	13.06%
Capitol Federal Financial, Inc. (CFFN)vs ›	$1.05B	N/A	5.08%	2.03%	3.21%
OceanFirst Financial Corp. (OCFC)vs ›	$1.01B	1.99%	5.07%	6.42%	6.20%
Esquire Financial Holdings, Inc. (ESQ)vs ›	$1.01B	16.81%	17.98%	18.66%	16.19%
Business First Bancshares, Inc. (BFST)vs ›	$1.00B	9.22%	8.97%	9.58%	9.61%
CNB Financial Corporation (CCNE)vs ›	$1.00B	10.56%	8.26%	9.65%	9.91%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Oaktree Specialty Lending Corporation (OCSL)

$1.03B

3.05%

2.87%

4.21%

4.03%

CNB Financial Corporation (CCNEP)vs ›

$1.02B

10.56%

8.26%

9.65%

9.91%

Northeast Bank (NBN)vs ›

$1.04B

17.80%

17.34%

16.26%

18.80%

Five Star Bancorp (FSBC)vs ›

$1.04B

15.20%

12.66%

14.94%

17.45%

Mercantile Bank Corporation (MBWM)vs ›

$1.02B

12.61%

12.93%

13.86%

13.06%

Capitol Federal Financial, Inc. (CFFN)vs ›

$1.05B

N/A

5.08%

2.03%

3.21%

OceanFirst Financial Corp. (OCFC)vs ›

$1.01B

1.99%

5.07%

6.42%

6.20%

Esquire Financial Holdings, Inc. (ESQ)vs ›

$1.01B

16.81%

17.98%

18.66%

16.19%

Business First Bancshares, Inc. (BFST)vs ›

$1.00B

9.22%

8.97%

9.58%

9.61%

CNB Financial Corporation (CCNE)vs ›

$1.00B

10.56%

8.26%

9.65%

9.91%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The return on equity (ROE) for OCSL stock is 3.05%.

Is Oaktree Specialty Lending Corporation's return on equity (ROE) high or low?

The return on equity (ROE) of 3.05% is 24% below its 5-year average of 4.03%, near the low end of its 5-year range (0.25%–20.83%).

What is the TTM average return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The TTM average return on equity (ROE) for OCSL stock is 2.87%.

What is the 3Y average return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The 3Y average return on equity (ROE) for OCSL stock is 4.21%.

What is the 5Y average return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The 5Y average return on equity (ROE) for OCSL stock is 4.03%.

What is the 10Y average return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The 10Y average return on equity (ROE) for OCSL stock is 2.97%.

What is the 15Y average return on equity (ROE) for Oaktree Specialty Lending Corporation (OCSL)?

The 15Y average return on equity (ROE) for OCSL stock is 4.89%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	3.05%
2026-03-31	3.59%
2025-12-31	2.25%
2025-09-30	2.31%
2025-06-30	3.13%
2025-03-31	0.61%
2024-12-31	3.77%
2024-09-30	3.89%
2024-06-30	4.47%
2024-03-31	6.73%
2023-12-31	7.59%
2023-09-30	7.74%
2023-06-30	5.60%
2023-03-31	0.66%
2022-12-31	0.25%
2022-09-30	2.35%
2022-06-30	4.16%
2022-03-31	10.33%
2021-12-31	15.93%
2021-09-30	18.07%
2021-06-30	20.83%
2021-03-31	26.94%
2020-12-31	9.42%
2020-09-30	4.29%
2020-06-30	-2.03%
2020-03-31	-15.64%
2019-12-31	12.06%
2019-09-30	13.56%
2019-06-30	15.65%
2019-03-31	16.22%
2018-12-31	12.03%
2018-09-30	5.45%
2018-06-30	-13.37%
2018-03-31	-17.21%
2017-12-31	-18.69%
2017-09-30	-22.70%
2017-06-30	-7.41%
2017-03-31	-7.27%
2016-12-31	-7.56%
2016-09-30	-5.83%
2016-06-30	-5.31%
2016-03-31	-3.03%
2015-12-31	-1.30%
2015-09-30	1.33%
2015-06-30	3.30%
2015-03-31	3.27%
2014-12-31	3.58%
2014-09-30	7.61%
2014-06-30	8.16%
2014-03-31	8.49%
2013-12-31	8.59%
2013-09-30	7.44%
2013-06-30	8.58%
2013-03-31	9.40%
2012-12-31	8.32%
2012-09-30	8.79%
2012-06-30	3.52%
2012-03-31	3.36%
2011-12-31	3.21%
2011-09-30	4.15%
2011-06-30	7.65%
2011-03-31	5.14%
2010-12-31	5.29%
2010-09-30	3.94%
2010-06-30	4.35%
2010-03-31	6.72%
2009-12-31	6.32%
2009-09-30	1.51%
2009-06-30	0.50%
2009-03-31	-3.63%
2008-12-31	-3.80%
2008-09-30	1.11%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

3.05%

2026-03-31

3.59%

2025-12-31

2.25%

2025-09-30

2.31%

2025-06-30

3.13%

2025-03-31

0.61%

2024-12-31

3.77%

2024-09-30

3.89%

2024-06-30

4.47%

2024-03-31

6.73%

2023-12-31

7.59%

2023-09-30

7.74%

2023-06-30

5.60%

2023-03-31

0.66%

2022-12-31

0.25%

2022-09-30

2.35%

2022-06-30

4.16%

2022-03-31

10.33%

2021-12-31

15.93%

2021-09-30

18.07%

2021-06-30

20.83%

2021-03-31

26.94%

2020-12-31

9.42%

2020-09-30

4.29%

2020-06-30

-2.03%

2020-03-31

-15.64%

2019-12-31

12.06%

2019-09-30

13.56%

2019-06-30

15.65%

2019-03-31

16.22%

2018-12-31

12.03%

2018-09-30

5.45%

2018-06-30

-13.37%

2018-03-31

-17.21%

2017-12-31

-18.69%

2017-09-30

-22.70%

2017-06-30

-7.41%

2017-03-31

-7.27%

2016-12-31

-7.56%

2016-09-30

-5.83%

2016-06-30

-5.31%

2016-03-31

-3.03%

2015-12-31

-1.30%

2015-09-30

1.33%

2015-06-30

3.30%

2015-03-31

3.27%

2014-12-31

3.58%

2014-09-30

7.61%

2014-06-30

8.16%

2014-03-31

8.49%

2013-12-31

8.59%

2013-09-30

7.44%

2013-06-30

8.58%

2013-03-31

9.40%

2012-12-31

8.32%

2012-09-30

8.79%

2012-06-30

3.52%

2012-03-31

3.36%

2011-12-31

3.21%

2011-09-30

4.15%

2011-06-30

7.65%

2011-03-31

5.14%

2010-12-31

5.29%

2010-09-30

3.94%

2010-06-30

4.35%

2010-03-31

6.72%

2009-12-31

6.32%

2009-09-30

1.51%

2009-06-30

0.50%

2009-03-31

-3.63%

2008-12-31

-3.80%

2008-09-30

1.11%

Return on Equity (ROE): 3.05%

OCSL Return on Equity (ROE)

OCSL Average Return on Equity (ROE) Chart

OCSL Current vs Average Return on Equity (ROE) Chart

OCSL Return on Equity (ROE) Metrics

OCSL Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

OCSL Return on Equity (ROE) History

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